South Korea is a peculiar country for asset allocators. Jeff Weniger discusses the potential impact of corporate governance reforms on the country’s stock market and emerging markets funds.
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Japan’s commitment to “Management That Is Conscious of Cost of Capital” (MTICCC) is revolutionizing its economic landscape. Jeff Weniger delves into the nation’s strategic financial reforms, from altering corporate governance to incentivizing investment.
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Japan’s Nikkei 225 recently reached new heights unseen since 1989, surpassing 40,000 for the first time. Jeff Weniger delves into Japan’s economic landscape, exploring the impact of Abenomics, corporate governance reforms and the intriguing “Name and Shame” list on the nation’s stock market triumph.
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Right now, the stock market is blowing out the 20 years from 1980 to 2000 on a specific performance metric: the relative performance of companies with low or nonexistent dividend yields. Jeff Weniger discusses how a mean reversion could impact the markets.
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Japan’s inflation scare may be over soon, as core CPI and PPI trends point to lower prices. Jeff Weniger discusses how BoJ’s policy shifts affect the yield curve and the bond market.
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Inside the Tokyo Stock Exchange’s (TSE) memos are some initiatives that may just be the primary bullish drivers of Japanese equities. Jeff Weniger analyzes key points from the memos and makes the case for Japanese equities.
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